Our team focuses on building engaging training programs and impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm.  

Job summary:

As a Private Bank - Client Skills Training Designer and Facilitator - Vice President on the Client Skills Training and Practice Management US Private Bank team, you will partner closely with Global Private Bank Analysts and Sales Professionals across the globe. You will possess relevant experience, a deep understanding of the client skills and practice management concepts that are key to an Analyst and Advisor’s success, and interest and skill in building and empowering elite advisors and specialists of tomorrow is paramount. 

Job responsibilities: 

Develop and implement our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment with business objectives and participant needs.Understand the practices of high-performing Analysts and Advisors and use this knowledge to build collateral for training programs, ensuring content relevance and effectiveness.Oversee the development, facilitation, management, and marketing of training experiences, including detailed planning and execution of logistics, operations, and participant engagement.Lead the planning, facilitation, and execution of training experiences, managing the project plan and ensuring smooth participant engagement and successful program delivery.Collaborate with global faculty, Human Resources partners, business stakeholders, and program sponsors to design and implement training programs, ensuring strategic alignment and seamless coordination.Design comprehensive program curricula, craft engaging presentations, and manage in-person training experiences, while distributing clear communications to meet training requirements and set participant expectations.Oversee budget, training resources, project planning, and data integrity, ensuring strong controls and compliance with company policies and regulatory changes.

Required qualifications, capabilities and skills:

3+ years work experience related to the roleB.A. degree in related fieldExperience designing, building and facilitating training programs or with creating and executing project plansAbility to articulate complex concepts clearly to differing audiencesAbility to prioritize tasks, work independently, exercise good judgment, troubleshoot and implement changes, and maintain strong attention to detail and organization.Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholdersInclusive leadership skills with the ability to collaborate across different groups and regions

Preferred qualifications, capabilities and skills:

coaching certification and/or experience in Wealth Management or Private Banking business is desired